Filed March 19, 1993
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,848 | $60,349+27.3% | $74,183+3.6% | $62,891+22.2% |
| Participation rate | 71.3% | 72.7%-1.5pp | 76.6%-5.4pp | 69.3%+2.0pp |
| Annual return | 4.42% | 21.37%-17.0pp | 17.74%-13.3pp | 20.14%-15.7pp |
| Employer contribution / active EE | $1,389 | $1,680-17.3% | $2,370-41.4% | $2,281-39.1% |
| Participant deferral / active EE | $2,284 | $2,856-20.0% | $3,550-35.6% | $3,203-28.7% |
| Admin fee / account holder | $4,253 | $4,261-0.2% | $5,586-23.9% | $4,296-1.0% |